WealthBlock vs. FundPanel
More Than Just FundAdmin with Investor Access
FundPanel (by Aduro Advisors) is built for managing venture capital and private equity back-office processes. It offers fund accounting, investor relations tools, capital calls, secure document sharing, and an investor portal built on Salesforce. It meets the fundamental investor communications needs for many firms.
WealthBlock, by contrast, is designed to complement systems like FundPanel by delivering a complete LP experience: branded portals, AI-driven onboarding, investor dashboards, CRM automation, and seamless capital raising workflows.
Your Investor Experience Is Your Brand
WealthBlock: Custom, branded, and automated, built to scale investor relationships
FundPanel: Fund admin & reporting platform, built for operational efficiency, not focused on the full LP journey
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The need for effective and efficient fundraising
Investors want a digital, tailored private fund experience, but manual processes and inadequate solutions make it hard for GPs to deliver. WealthBlock's AI-powered platform adapts to the unique needs of each GP to deliver a customized investor experience.
Acquiring, onboarding and retaining investors, simplified
WealthBlock’s AI-powered platform helps GPs elevate their investor experience, access new channels for capital, and improve operational efficiency.
Plug and Play
Get the most from your infrastructure with modular solutions.
Easy to Deploy
Deploy new funds within hours using a configurable workflow and AI.
GPs Come First
With Wealthlock you own your data and LP relationships.
Adaptable
WealthBlock allows you to personalize the experience.
Elevate every investor experience
Access new sources of capital, and realize operational efficiencies
More than 750 funds have raised more than $3B in capital from over 53,000 investors using WealthBlock. With our AI-powered platform, private fund managers in venture capital, private equity, and commercial real estate can elevate the investor experience, access new capital channels, and improve operational efficiency.